Report-Writing for Managed Care: HMO, Personal Injury, Work Comp

With Instructor Anthony Von der Muhll, L.Ac., DAOM, DNBAO, FAIPM

This course builds on Medical Documentation: Essential Best Practices, which is highly recommended as a prerequisite. 

has been added to your cart!

First time user? Your account will be automatically be created after purchase. Please note:

--Webinars require continuous attendance on the date(s) offered to receive PDAs/CEUs. If you cannot attend, please consider a self-paced distance-learning version instead, if available, or another class that you will be able to attend.

--Ebooks are included with class purchase--please do not purchase both. When purchased separately, Ebooks are for informational purposes only--no PDAs/CEUs.

Questions? Please visit our FAQ page. Thank you for your purchase!

Need CAB CEUs? Contact us

Billed once per year until cancelled

has been added to your cart!

First time user? Your account will be automatically be created after purchase. Please note:

--Webinars require continuous attendance on the date(s) offered to receive PDAs/CEUs. If you cannot attend, please consider a self-paced distance-learning version instead, if available, or another class that you will be able to attend.

--Ebooks are included with class purchase--please do not purchase both. When purchased separately, Ebooks are for informational purposes only--no PDAs/CEUs.

Questions? Please visit our FAQ page. Thank you for your purchase!

Check back for next live class date, or contact us to be notified by email


Live classes and webinars feature instructor-lead peer review/feedback regarding chart notes, and comparison of electronic and on-line documentation systems

Medical report-writing skills are vital for treatment authorization requests and reimbursement for HMO, Personal Injury and Workers Compensation cases. Review and apply best practices for the particular requirements of managed care, including:

  • Initial and follow-up evaluations: setting treatment goals, present outcomes, and making recommendations for future care to support reimbursement and treatment authorization/re-authorization requests
  • Comparison of electronic health records systems for managed care reporting
  • Using standardized functional capacity questionnaires to measure subjective assessments of progress
  • Pain scales: how to use them accurately and reliably
  • Specific requirements of the California Workers Compensation system: initial and progress reports (PR2s)
  • Documentation and reporting of objective measurements of functional capacities and other key baselines, including:
    • Findings from observation and inspection
    • Joint range-of-motion, tracking and stability
    • Muscle strength
    • Sensory function
    • Tenderness
    • Limb girth and skin lesions
    • Orthopedic and neurologic assessments
    • Special tests and physical examinations for other body systems
    • Non-quantifiable assessments of functional capacity

Distance learning/self-study, E-book and live class notes feature sample initial functional capacity evaluations and re-evaluation reports for managed care insurance.

Live class features instructor-lead peer review/feedback regarding student reports.

***Please note: For Certification in Acupuncture Orthopedics, either the live class (8 hours/CEUs/PDAs), or the distance-learning class (5 hours CEUs/PDAs) + one live 3-hour clinical case mentorship meeting focused on medical documentation (no CEUs/PDAs)  is required.***

Student Ratings and Comments

from evaluations of a prior live class offered in 2016, as required by California Acupuncture Board

Respondents: 13 of 17 enrolled

Average rating: 99/100

  • “Anthony as always is superbly professional, knowledgeable, and encouraging improvements in clinical practice. Thank you!”  --Anonymous
  • “All of your classes have been instrumental in my ability to improve patient care–but it could be a 2-day course to cover more. Thank you!”  –Jennifer Root, L.Ac.
  • “I always enjoy Anthony’s classes, very helpful info.”  --Anonymous